Unclaimed
John Martin Peyton is a financial professional who has been in the industry since 1998. John is currently registered with Cetera Investment Advisers LLC in Oregon as an Investment Advisor Representative. Prior to that, John was employed at Pacific West Securities, Inc. in Tigard, Oregon and A. G. Edwards & Sons, Inc. in St. Louis, Missouri. John has passed the Series 63, Series 66, Series 7 and SIE exams. John specializes in portfolio management for businesses and individuals, financial planning, pension consulting and educational seminars. John's firm, Cetera Investment Advisers LLC, provides a range of financial services to individuals, businesses, charitable organizations and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (LAKE OSWEGO OR)
OR
05/24/2004 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
MO
04/10/2001 - 05/26/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/12/1991 - 04/29/1994
A. G. EDWARDS & SONS, INC.
BOTH
Issued 9/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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